See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,023 | $211,958-65.1% | $169,463-56.3% | $135,375-45.3% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | 0.20% | 3.26%-3.1pp | 1.83%-1.6pp | 519.73%-519.5pp |
| Employer contribution / active EE | $980 | $5,120-80.9% | $4,159-76.4% | $4,779-79.5% |
| Participant deferral / active EE | $11,100 | $6,075+82.7% | $5,277+110.4% | $5,609+97.9% |
| Admin fee / account holder | $421 | $11,471-96.3% | $9,109-95.4% | $10,827-96.1% |